Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,565 | $90,397-44.1% | $76,002-33.5% | $145,959-65.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 1.99% | 621.97%-620.0pp | 360.07%-358.1pp | 561.95%-560.0pp |
| Employer contribution / active EE | $2,640 | $3,317-20.4% | $2,688-1.8% | $4,661-43.4% |
| Participant deferral / active EE | $6,400 | $5,163+23.9% | $4,257+50.4% | $6,689-4.3% |
| Admin fee / account holder | $823 | $8,369-90.2% | $6,414-87.2% | $13,398-93.9% |